Talouden ennustaminen: miksi se on niin vaikeaa?

Saksan vaaleissa viitoitetaan suuntaa koko Euroopalle. Italian uudistukset puolestaan ovat elintärkeitä koko euroalueen tulevaisuuden kannalta. Saksan ja Italian näkymistä keskustelemassa ovat Nordean ekonomisti Kristian Nummelin, analyytikko Ulla Vilkuna ja pääanalyytikko Jan von Gerich. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

24 Sep 202119min

Palaamme Economic Outlook -webinaarissa vastaamatta jääneisiin kysymyksiin. Kuulijoita kiinnostivat muun muassa asuntomarkkinat, työvoiman riittävyys, maailmankaupan kehitys ja Kiinan poliittinen ympäristö. Kysymyksiin vastasivat pääekonomisti Tuuli Koivu ja ekonomisti Juho Kostiainen. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

10 Sep 202126min

Kesän aikana nähtiin korkojen laskua ja dollarin vahvistumista. Millaiset ovat syksyn näkymät korko- ja valuuttamarkkinoilla? Tehdäänkö syyskuussa jo päätöksiä rahapolitiikan asteittaisesta kiristämisestä Yhdysvalloissa? Entä Euroopassa? Keskuspankki- ja markkinanäkymistä keskustelemassa ovat pääanalyytikko Jan von Gerich, analyytikko Kristian Nummelin ja ekonomisti Juho Kostiainen. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

27 Aug 202120min

Nordea Marketsin kesäpodissa käydään läpi kuluneen vuoden suurimpia yllätyksiä taloudessa ja rahoitusmarkkinoilla. Samalla ennakoidaan, mitä syksy 2021 tuo mukanaan. Keskustelemassa ovat pääanalyytikko Jan von Gerich, Suomi-ekonomisti Juho Kostiainen, valuutta-analyytikko Kristian Nummelin ja pääekonomisti Tuuli Koivu.

1 Juli 202131min

Asuntomarkkinoiden kehitys on yllättänyt positiivisesti koronavuonna, mutta miltä näyttää asuntojen kysyntä koronan jälkeen? Jatkuuko suurten kaupunkien voittokulku vai tuovatko etätyöt vastapainoa alueiden väliseen polarisaatiokehitykseen? Myös kotitalouksien velkaantuminen sekä ehdotettu lisäsääntely herättävät vilkasta keskustelua. Asuntomarkkinoiden kehitystä analysoivat Nordean Kiinnitysluottopankin toimitusjohtaja Jussi Pajala, Suomen talouden ekonomisti Juho Kostiainen ja pääekonomisti Tuuli Koivu. All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

18 Juni 202124min

Inflaatio on ollut markkinoiden ykköspuheenaihe tänä keväänä. Onko huolet inflaation karkaamisesta perusteluja vai jääkö inflaation kiihtyminen tilapäiseksi? Inflaatiosta ja rahapolitiikan koukeroista keskustelemassa Tuuli Koivu, Jan von Gerich ja Juho Kostiainen. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

27 Maj 202129min

Kehysriihessä linjattiin Suomen talouspolitiikkaa seuraaville vuosille niin valtion menojen kuin työllisyystoimien osalta. Kehysriihen päätöksiä, EU:n elpymisrahojen käyttöä sekä muita julkisen talouden kiemuroita ovat ruotimassa valtiovarainministeriön johtava erityisasiantuntija Olli Kärkkäinen sekä Nordean ekonomisti Juho Kostiainen. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

4 Maj 202138min

Koronatilanne ja rajoitustoimet ovat vaihdelleet Pohjoismaissa kuukausittain, miten tämä on näkynyt eri maiden korttimaksuissa? Suomessa eri toimialojen lisäksi maakuntien kehitys on erkaantunut. Onko Lapissa ehditty kuluttaa myös palveluita Instagram -päivitysten välissä? Entä millaiset ovat talouden näkymät loppuvuonna? Näistä aiheista ovat keskustelemassa analyytikko Antti Koskivuo ja ekonomisti Juho Kostiainen. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

16 Apr 202118min